IMG Software Technology

intelliflo Named Winner for Two 2024 ThinkAdvisor Luminaries Awards

intelliflo Named Winner for Two 2024 ThinkAdvisor Luminaries Awards

Amber Bush
amber@williammills.com
706-248-6272

intelliflo has been honored with two prestigious 2024 ThinkAdvisor Luminaries Awards. The company was recognized for Innovation in Rebalancing and Excellence in Marketing/PR.

intelliflo’s powerful rebalancing and trading solution, intelliflo redblack, was recognized for its continuous innovation and commitment to client feedback. With over $730 billion AUM on the platform, intelliflo redblack secured the win due to its consistent innovation that is inspired by customer feedback. There were over 110 enhancements made to intelliflo redblack this year, with about 75% stemming directly from customer input. intelliflo redblack is enabling advisors of all sizes to boost efficiencies, manage complex portfolios at scale and improve client outcomes.

The company also picked up the win in the Excellence in Marketing/PR category due to the success of intelliflo’s compelling rebrand of intelliflo redblack, which represented intelliflo’s first-ever omnichannel campaign in the U.S. The campaign yielded significant full-funnel marketing-driven impact, including powerful growth in website visits, qualified leads and pipeline.

“We’re honored to be recognized by ThinkAdvisor with these prestigious awards. This recognition is a testament to our dedication to providing innovative solutions that empower advisors and enhance the client experience,” said Nick Eatock, CEO of intelliflo.

"The intelliflo team is committed to excellence across all areas of our business, making sure we are empowering advisors with the technology necessary to better serve more clients, widening access to financial advice,” said Jennifer Valdez, President of Americas at intelliflo.

More information about the awards program and the full list of winners can be found here.

About intelliflo

intelliflo widens access to financial advice through leading technology powering the financial advisory experience. We use open software architectures combined with unmatched industry experience to simplify a complex digital landscape to help advisors compete and grow. Our solutions support over 30,000 financial advisors worldwide, representing over three million end-investors, with over $1 trillion serviced across our platforms.

.@intellifloLtd has won two 2024 @ThinkAdvisor Luminaries Awards for innovation in #rebalancing and excellence in marketing/PR #wealthtech